M
Meghna sarmah
About
Detail
New York, United States
Résumé
Jobs
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- DTax Consultant IDeloitte USIMay 2023 - Jun 2024 (1 year 2 months)Streamlined U.S. employment tax filings for 30+ clients, ensuring 100% on-time submission and compliance. Analyzed tax data and identified potential exposure risks, reducing audit discrepancies by 12%. Strengthened client relations through proactive reporting and consultation on complex tax positions. Collaborated with cross-functional teams to improve internal process efficiency by 15%. Used Bloomberg Terminal for rates, FX, and derivatives research. Prepared and reconciled Form 5471, 8854, 1064 and handled PE clients.
- EGDS Assurance InternErnst & Young USISep 2022 - Mar 2023 (7 months)Performed audit procedures for public and private investment fund clients with AUM exceeding $1B+. Enhanced financial statement analysis processes through data validation and error reduction. Conducted NAV tie-outs, valuation testing, and internal control reviews under GAAP/IFRS. Prepared audit support schedules, variance explanations, and confirmation testing. Supported SOX documentation and walkthrough testing.
- RFinance Analyst InternRight HorizonMar 2022 - Aug 2022 (6 months)Built financial and portfolio valuation models using R, Python, and Excel. Performed KPI analysis, variance tracking, and portfolio risk evaluation. Created Power BI client dashboards and investment insights through data visualization tools. Analyzed fund expenses and management/performance fee calculations.
Finance InternPrismaticJan 2022 - Feb 2022 (2 months)As a Finance Intern, I designed revenue forecasting models that improved budget accuracy by 10% and analyzed comparative market data to guide strategic investment and growth decisions. I collaborated on digital marketing initiatives, effectively linking financial KPIs to campaign ROI. Additionally, I utilized Tableau to build and maintain interactive dashboards that tracked revenue performance, client acquisition trends, and marketing campaign ROI. By working with structured datasets, I visualized KPIs, analyzed time-series trends, and identified performance gaps that supported management decision-making. This integration of Tableau with Excel and SQL outputs allowed me to present financial insights in a clear, visual format for leadership
Education
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- CMasters in International FinanceChrist UniversityMay 2023GPA 3.7
- Master of Science in FinanceUniversity of DelawareJan 2023 - Dec 2025 (3 years)GPA 3.1
Awards
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- BBuilt automated revenue forecasting models improving budget accuracy by 11%Sep 2022 - Sep 2023 (1 year 1 month)
- Designed Power BI dashboards that cut reporting turnaround time by 35%EYTSep 2022 - Mar 2023 (7 months)
- Conducted NAV validations and valuation testing for $1B+ AUM investment fund clientsEYTSep 2022 - Mar 2023 (7 months)
- RCreated portfolio valuation and fee calculation models for $80M+ in managed assetsRight HorizonMar 2022 - Aug 2022 (6 months)
- RAutomated reconciliations and KPI tracking using Python, SQL, and Excel macros, reducing manual effort by 40%Right HorizonMar 2022 - Aug 2022 (6 months)
- RApplied Power BI, Python, R, SAS, Julia, Bloomberg Terminal for financial modeling and reportingRight HorizonMar 2022 - Aug 2022 (6 months)
- Developed time-series forecasting models for revenue and expense trendsPrismaticJan 2022 - Feb 2022 (2 months)
Publications
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- EEnterprise Risk Management Case StudyAug 2024 - Dec 2025 (1 year 5 months)
- RResearch paper on Insurtech; insuring the insurance industry in IndiaJan 2023